Top Advisor Marketing
532 Episodes

Marketing strategies for financial pros.

Top Advisor Marketing

The definitive marketing podcast for financial advisors. Real tactics, real results, real talk about what it takes to grow your advisory practice through modern marketing.

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Latest Releases

Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards
Top Advisor Marketing Jul 28, 2020

Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards

Many advisors believe that if they aren’t using big words and acronyms with clients, then […]

Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell
Top Advisor Marketing Jul 21, 2020

Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell

Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading […]

Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)
Top Advisor Marketing Jul 16, 2020

Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)

Do you have fans or skeptics showing up to your advisor webinars? Fans are familiar […]

Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford
Top Advisor Marketing Jul 14, 2020

Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford

Are you thinking about starting your own podcast, but you’re not convinced that you’ll have […]

Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz
Top Advisor Marketing Jul 7, 2020

Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz

What does it mean to be an ally? What are some ways that you can […]

Audio Episode
Top Advisor Marketing Jul 2, 2020

Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3

Once you’ve shot your video, it’s time to get this new content in front of […]

Audio Episode
Top Advisor Marketing Jul 2, 2020

Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter – Part 2

It can feel nerve-wracking to be in front of a camera, especially if it’s your […]

Audio Episode
Top Advisor Marketing Jul 2, 2020

Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 1

How can advisors become more memorable to clients in a short amount of time? In […]

Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley
Top Advisor Marketing Jun 30, 2020

Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley

Making your advisor website accessible doesn’t have to be difficult or expensive. And advisors who […]

Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift
Top Advisor Marketing Jun 23, 2020

Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift

Do you know to think like a journalist in order to get your expertise published? […]

Episode 241 – How to Go From Bad to Good to Great Marketing
Top Advisor Marketing Jun 18, 2020

Episode 241 – How to Go From Bad to Good to Great Marketing

Do your marketing tactics strengthen your credibility? Or is it possible that your tactics are […]

Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo
Top Advisor Marketing Jun 16, 2020

Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo

As an advisor, what will your comeback story look like at the end of the […]

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